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Private Capital Management (Colorado)’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Private Capital Management (Colorado)’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$90.8K Hold
2,720
– – 0.02% 154
2024
Q3 		$99K Buy
2,720
+770
+39% +$26.3K 0.02% 208
2024
Q2 		$65.4K Hold
1,950
– – 0.01% 177
2024
Q1 		$62.8K Sell
1,950
-217
-10% -$6.84K 0.01% 180
2023
Q4 		$69.5K Sell
2,167
-97
-4% -$2.99K 0.02% 171
2023
Q3 		$68.6K Hold
2,264
– – 0.02% 156
2023
Q2 		$71.6K Buy
2,264
+97
+4% +$3.04K 0.02% 150
2023
Q1 		$68.2K Buy
+2,167
New +$68.7K 0.02% 154

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Capital Management (Colorado)'s ESGE Position: Q4 2024 in Review

Private Capital Management (Colorado) held its iShares ESG Aware MSCI EM ETF (ESGE) position steady in Q4 2024 at 2,720 shares worth $90.8K. The position accounts for 0.02% of the portfolio, ranked #154.

Private Capital Management (Colorado) first reported a position in ESGE in Q1 2023 and has held it in 8 quarters since. The position peaked at $99K in Q3 2024. 519 funds tracked by Wall St. Rank hold ESGE as of Q4 2024.

  • Private Capital Management (Colorado) held 2,720 shares of iShares ESG Aware MSCI EM ETF worth $90.8K as of Q4 2024.
  • Private Capital Management (Colorado) left its iShares ESG Aware MSCI EM ETF share count unchanged in Q4 2024.
  • iShares ESG Aware MSCI EM ETF made up 0.02% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #154 holding.
  • Private Capital Management (Colorado) first reported a position in iShares ESG Aware MSCI EM ETF in Q1 2023 and has held it in 8 quarters since.
  • Private Capital Management (Colorado)'s iShares ESG Aware MSCI EM ETF position peaked at $99K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.